Every committee member, trustee or director is responsible for making sure their organisation accounts for its money properly. For smaller not-for-profits this can include managing a bank account, keeping basic income and expenditure accounts and planning how your groups will raise funds.
The arrangements you will need to put in place to ensure your organisation’s financial compliance will depend on your structure, and your turnover.
Below you’ll find practical guidance, templates, and support to help your group thrive.
UK Finance Account Finder
UK Finance Account Finder can help identify potential providers.
Banking for charities and financial organisations
NCVO’s useful guide to banking.
Bank accounts and financial controls
To ensure your group will manage the money coming in and out of the group legally and safely, you will need some financial controls in place. Â See...
Trustee financial toolkit
The Charity Commission shares guidance on how to plan and manage charity finances in their useful toolkit.
Year end essential documents checklist
Our Finance Manager shares a simple year end essential documents checklist – a simple guide to what you need to prepare for your charityâ€...
Charity Commission guidance on SORP
Charity reporting (SORP 2026) series – Part 1
What reporting tier is your charity? A simple guide for small charities & community groups.
Charity reporting (SORP 2026) series – Part 2
What local charities should start thinking about.
Charity reporting (SORP 2026) series – Part 3
Upcoming DCMS changes – what small charities need to know.
Charity Commission guidance
What to put in your trustees’ annual report, depending on your charity’s income and the value of its assets.
File your annual CIC report and accounts
Community Interest Companies must also file reports and accounts with Companies House.
